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Valuations For Ownership Transfers

Receive detailed business valuations and set a fair price to ensure a smooth transfer of ownership to the next generation.

Intergenerational Business Transfers

Transferring a business to new ownership, whether that be to a family member or a hardworking employee, is something that business owners should prepare for in advance. There are many factors to consider, and failing to do so in these often emotionally and financially high-stakes situations can lead to complications.

Quist: Ensure A Smooth Transfer

Quist understands what’s needed to ensure a smooth transfer of ownership. By far, the most important step is to establish clear intentions and transparency. Our detailed valuations and processes allow business owners to do just that, setting themselves and the business up for a successful transition.

Decades of Valuation Experience

Expert Guidance & Analysis

Proven Processes & Methodologies

Quick & Efficient Valuation Process

40+
YEARS IN BUSINESS
10,000
VALUATIONS PROVIDED
25+
INDUSTRY SECTORS SERVED

Successfully Transfer Ownership

Get the experience, processes, and expertise you need to ensure a smooth business exit by partnering with Quist.

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Ownership Transfer Resources

Blog

Understanding SDE vs. EBITDA Multiples: Choosing the Right Approach to Value Your Business

For business owners and Advisors, understanding what drives company value is both an art and a science. When it comes to business valuation, the methodology used can significantly affect the outcome, especially for privately held companies. Traditionally, analysts have relied on Earnings Before Interest, Taxes,...

October 30, 2025

Blog

8 Smart Ways to Exit a Business (and How to Choose the Right One)

Paul Simon once sang of “50 ways to leave your lover”—but when it comes to your business, the exits are fewer, and far more complex. At Quist Valuation, we’ve distilled the most common exit paths into eight viable options. Understanding which route best supports your...

July 14, 2025

Blog

How to Transfer Business Ownership Without a Tax Nightmare

When you launched your company, your focus was likely on growth and sustainability—not the long-term tax implications of your corporate structure. But when it’s time to transfer business ownership, ignoring tax planning can be a costly mistake. Poor entity selection can trigger a significant business...

July 7, 2025

Blog

What Happens When I Sell My Business? 3 Valuable Strategies

Entrepreneurship has many upsides. Business owners get to decide what they stand for and choose which customers they want to work with, owners set their own schedule and have control over their time, and they have the option to generate a nice income from their...

April 10, 2019

Blog

When’s the Best Time to Start a Plan for the Sale of a Business?

John is very excited. He’s just begun his manufacturing company, he’s got his first customers, hired employees, and delivered his first orders. The business seems to be on its way to success. Selling his company is the last thing on his mind. But why? When...

April 10, 2018

Exiting Your Business

Successful Family Business Transfer

This White Paper describes a model that parents can use to pursue a successful business transfer from one generation to the next. It isn’t the only model that works, but because it depends on six carefully chosen elements, it has the potential for a successful...

October 28, 2016

Exiting Your Business

Transferring Wealth To Children

In their desire to pass wealth to children, business owners are no different than non-business-owning parents. Business owners are different, however, in the tools they can use to transfer wealth. Whether you own a business or not, the fundamental questions are the same: Business owners...

May 23, 2016

ESOP

Transferring Your Company to Key Employees

Owners wishing to sell their businesses to management, (key employees), face one unpleasant fact: their employees have no money. Nor can they borrow any—at least not in sufficient quantity to cash out the owner. As a result, each transfer method described in this White Paper...

April 15, 2016

Blog

Elements of a Plan to Sell to Insiders

Today we discuss the essential elements of a plan owners use to transfer a business to insiders (with the help of skilled advisors) that keeps the owner in control until he or she is paid the sale price. If you suspect that the children, key...

March 24, 2016

Blog

Retiring Boomers: The Good, the Bad, and the Opportunities

The Good It has been discussed for a decade now; the huge bubble of people born after WWII until the middle of the 60’s is quickly approaching retirement.  You’ve heard the numbers; Those rumblings you hear could be an avalanche of Boomer sellers of unheard...

January 12, 2016

ESOP

Business Succession Planning for Private Companies

Creating Exit Options Comes from Early Planning and Creating Value Fueled by the roughly eight million Baby Boomers moving toward retirement, the next 10 to 15 years is expected to bring substantial transfers of wealth through both the outright sale of businesses as well as...

July 7, 2015

Frequently Asked Questions

What does it mean to transfer business ownership through intergenerational transfers?

Transferring business ownership in an intergenerational transfer involves passing control and value of a company from one generation to the next. This process requires thoughtful planning and valuation to ensure the transition respects family goals, preserves value, and aligns with succession intentions.

How does a succession planning valuation support family business transfers?

A succession planning valuation provides an objective estimate of business value that informs decisions about ownership shares and roles in the next generation. It helps families understand financial implications, set fair expectations, and build a structured plan to minimize disputes and support long‑term continuity.

When should a family begin a business value assessment for a planned ownership transfer?

A business value assessment should be done well before the planned transfer date. Early valuation gives you time to address value drivers, anticipate tax implications, and design a strategy that supports both the outgoing and incoming owners while preserving the company’s strength and growth potential.

Get Ready For Your Valuation

Use Quist’s Valuation Prep Guide to see the documentation you will need and the process we will take for a full valuation report.